Streamline your sales order management for Personnel

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so we'll begin with the new new module today called Oracle shipping quick background for the Oracle shipping is when you get the order booked next activity you require you to fulfill that order order fulfillment require to to have an application that support the fulfillment and August shipping designed for the fulfillment part of the sales cycle so I in this application there are two important thing that you do one is the picking activity and the other one is a shipping activity in between you can do the prefer you can ship back the material as well so you can take back and ship to the three different activities that are performed and there is only one single form that is used to perform those activities as shipping transactions so through transaction we talked about picking packing and shipping and we also generate quite a lot of report at the end of shipping those are shipping documents commercial invoice bill of lading performing way sometimes so all that part of the shipping the specter of the Oracle shipping module and that there are couple of means a lot of variations are there in terms of how you do a big activity how you perform a ship activity so there are a lot of manual and automatic provisions are there so that is also one of the key highlights of this when you look at the LMS website you'll see a lot of variation of picking activities are done and the variation is because of the manual way of doing it or semi-matte semi-automatic or fully automatic so so that that's why the lot of variation will come so automatic part will take care through the standard request submission program which is SRS so these are the different SRS which are already there there is a one more SRS which is hidden inside this called early cell so we are going to start with booking a sales order and take you through the garbage attacking progress and that's one of the exercise that we will do so before you get into the shipping you need to have a sales order and sales order can be picked back ship using the article shipping module and so you ship from a specific warehouse so you need to be you need to know like which warehouse you're gonna ship the material so an inventory organization is is shipping shipping organization so there is a need to specify certain shipping related parameter to an existing or a new organization created the first thing we try to cover the shipping parameters of an organization so I would set up and load shipping parameters through m1 of nation for example these are the parameters which are part of the earth shipping so I see there are some weight unit our measures were declaring them my volume unit of measure where it is putting it over weight and volume are important when it comes to pack the material and it is also required to show the weight of the product in the delivery side delivery is a just like you have a sales order number in the order management or you ship the product using the delivery number in the Orkin shipping so delivery number is generated by the system and you can design the logic how you want to group the sales order lines into delivery so there is something about delivery grouping rule so you need to set that as well delivery grouping rules are over here you specify order your ship to and ship from location those are the heart values that are given by Oracle and you won't be able to uncheck them so those are seated so point A to point B you need to have a delivery number but if you have the similar ship method similar Kassim customer same fo B so you can perform the grouping based on that as well so just to give an example if you choose only these two point and you have a rail and the bus and the road both type of ship method and you ship them the system will create only one delivery number but a real-life rail will have their own cargo road will have their bus the truck transport and also they would be two different shipment number so how do you create two different shipment number so you need to check this ship method the so system will automatically create two differential method because ship methods are different for both the two shipments shipments and delivery number are actually same you have using it too loosely they're essentially same similarly there are some shipping documents we talked about it where you generate the shipping documents so we're from the shipping documents will come so that is default shift method documents are over here you generate you this is the document set that means you generate lot of documents from this set and there is a specific place where you define those document individually so I will copy this document said I quickly want to show you the document sets where you define them so this where the definition part of the document set where you say that this document set will be used as ship confirmation time and you push for different reports out of it we love reading packing slip commercial invoice and vehicle loading sheet if you wish to add additional report you go ahead and add additional report here these reports are RDF tuples which are defined in the Conklin as system administration module and you can change this layout you can add additional data element or additional logic you can write everything is customizable so apart from the shipping parameter other important factors are like some rules are there like picking rules and shipping rules so I'll go to the pic release process and show you some of those rules so why the release sequence rule so if you get like under different sales order to be released in what sequence order will be released when you say water will be released that also means the delivery number jury creation it can also mean when you release the order you allocate material ing to the a sales order that is coming in so you have ten different orders the last sales order which you have released that will see the available inventory once the nine sales orders are already written up those are consumed or resolve those invented so the balance is view to the temp sales order so it's very important to prioritize your sales order from the inventory allocation perspective also so there is a small ready sequence rule is there I can go and show you the results here those rules are part of the picking process and this is the three rules I'm going to show you one by one this release really take care of the schedule date as a first priority that means if the two sales orders are competent the one is scheduled for tomorrow and another one is day after tomorrow so it will take care of the ascending order so the order which is scheduled for tomorrow will be now picked up first right and if two sales order having same delivery dates which is tomorrow that system look at the shipment priority which is the sale sort of field so in a when you make a sales order you can specify the shipment priority so shipment priority wise it will s-sort so if you have argent and you can create your custom priority and based on the priority naming convention it will sort them by ascending and whichever comes first in the alphabet exhorting for example that will be given the first priority last one is the order number order number is also one of the criteria so the order get booked first will get the first priority when it comes to the DS in order so if the schedule date is same shipment priority is also same then the first order which was booked in the system will get the first priority for the releasing for the that's about the releasing the sales order and okay next one is the Pixlr grouping the board so in the picking cycle there is a paper-based report that will generate that convict slip report how do you want a quickly report to be good you can copy the extra protein rule and in the report of the pics label you will duel group by the trip and the delivery number a forum in delivery numbers are and the trip numbers are there for the one delivery it will it will show the intact content first and then for the next delivery and so on so forth if you want to go by the order number and order number wise a report can also be shown so this is primarily for topic slip report there are some additional attributes which are there which I'll show you and apart from this there is one more rule that's called release sequence rule which is not part of this shipping parameter but it's very very important when you are covering this rule so we have two rules here delivery booking attributes are there's not a rule and third let me cover compute this and during the clicking also you need to create some documents one of the document is a big slip report which is very very important so you can call that documents here so when you do the pick release system can automatically create nodes report to assist to the gap the picker to perform the picking you can decide on some of the staging lanes so if your staging locator if you have employed default a staging sub inventory one is always required now these options like Ottawa locate or to allocate will perform the allocation of inventory to the sales order so based on the allocation rule that you have written it will look at the inventory and allocate the material or the finish was invented to the sales order autoplay delivery will take care the delivery mediation part will shoot the delivery be created automatically based on the delivery grouping rule that you are specified here or you want it to be created manually if on a grate manually you can uncheck this plant task pull replenishment is a warehouse management system feature which will be used in WMS application this is disabled for otm or cotransport management so and then yeah I think that's that's all about the shipping parameter from the whole relation or perspective that's the very important thing now from the individual employee perspective the security thing I can do what in the warehouse so that is control wire the specific feature that we call grants and rule from the employee perspective you you need to ensure that all your people are having sufficient roles and associated grants so that they can perform the individual activity like picking packing and shipping a lot of other activities are also there so if I open up the grants screen I can query my user ID and see what I what a role I have been given so I got a lot for role here one is this 2001 the rules are there so I take up do it roll so this user ID is given a rules you can design a role like picker shipper Packer and all that system admin all that you can a vertical roads and each a role will have certain act action item if I say of grid road this is the full axis everything is available so I can do anything actually whatever is Montes date so if you design a new role where you can say that you can only do picking so make you select those activity you don't select ship confirm because you don't want that person to ship confirm any materials from the warehouse so this is the screen where you control who will do what activity typically in testing role we are having all kind of access in the project environment you have to see do we have a designated person who perform the ship conformation or a group of employee or it's like universal everybody can do anything so then you can give all the rules to the same person so that's like an individual perspective you need to make sure whenever you play new user ID you need to mention make sure that grants and roles are we've been to the user ID otherwise you won't see any list of value in your shipping transaction form so if I go to the shipping transaction form quickly show you what would be the problem if you don't specify the grants and role that you are searching all the line items which are not shipped so you see a lot of actions here these actions are coming from the branch and rule the one which are Montes check they'll always is seen here say when if you don't see anything that means grants and rules are not defined so that is the employee perspective those setups are required organization setups are there now the very important thing is the your shipping carrier shipping carriers are the key for this whole shipping because they are the one who takes the material away from where oh so we have to define the shipment shipping carrier shipping methods and there is a one more shipping mode so all these three are the lookup which you can create from this particular screen so I will show you those some of them so if I open the freight carrier this is where you define which I'm using DHL for most of the time so I'm just thinking do I have a shipping carrier defined cause ship DHL so DHL has service levels and then this is the mode and this shipping method this is what you see in the oracle screen at the end and these two are are actually a lookup so service levels are maintained here in the define service level this is a lookup screen where you can maintain all all of it you want to create a new one you go ahead and create a new one so that's your shipping method and the same goes with a mode of transportation so what are the different modes that are available for that carrier like if the carrier is large enough it will have all sea air and cargo both if the small then you'll have you will have a different only one or two different modes and this is system generated so system concatenate the short name service level and the mode and give you this you can always go ahead and update it to your own shipping method now stripping method is linked to an organization so the organization assignments is very very important so that you can view the ship method in your own organization if you don't see that that means you defined it but you are not associated to your own organization make sure you do that so those are the three different the important aspects shipping organization attribute the shipping carrier and then individual employees grants and role now with that understanding I can now I can go ahead and do it transaction now so we'll start with the booking a sales order let's take in a standard the sufficient availability of inventories there we have taken one order whole take the order number here six six four eight five copy that and then we'll try and discuss this releases that's the next activity order line is are awaiting shipment so I can go and release the order this the activity that you should do so that the order gets dropped or to get passed to the warehouse and then warehouse managers can start working on that I can open the release sales order window this can you spend time and understand a bit of it I'll just give you the overview there are so many fields that you need to populate in this particular field so it's a good practice to follow some route if you have defined a rules you can auto populate all the values from the rule itself so let's say I'm looking for do you have anything or m1 just a naming convention nothing nothing great here so let's say I perform this when I select a rule you see this this these are gone this gets populated I can also see those values are over here I did not provided any of them but all of them are also populated so this is coming from this particular rule let me show you where we define this auto-ship Seattle rule so this rules are defined in the release rules form which is kind of replica of the shipping transaction so you query that say see the taps are all there you populated all the value here and you call this rule in the release you'll sort of form that will automate some part of data entry while you perform the release operation so I'll talk about the field by field the important field description but here you focus on what are the means to release the order one is based on the rule rules are defined over here and you can populate all this value which you if you like if you want to Hart put an order type you can populate an order type as well so this is a way to automate now let's focus on some of the attributes so I call the role I get all this value populated I'll talk about it from the left to right from inventory so the organization which you mentioned here that will be validated with the sales order ship me the shipping organization which at the line level so just wanted to highlight that in the sales order you have a header in lines it's the line value which is important and getting validated during the shipping is not the header one so make sure your lines are having value and which are same as the header many times you may validate header and you forget to update line and then you try test something which does not result anything so it's a line which is important not the header values header values are there to default but if you can also update later on so in a line if I write m2 as an organization with a Boston and in the release rule I am selecting m1 the order will never get released so you might be worried why it's happening so make sure your sales order lines have the value which you put over here auto allocate flag if you market yes the rule or manually so system will try to allocate the material to the sales order and the allocation logics are written somewhere else I'll talk about Italy where you where do you write the picking rule allocation rules picking a allocation rules basically so there is separate place you write them so based on the rule system will allocate your material if you choose to auto allocate as no and you have to manually allocate the material with the help of move water allocation probe move over using the move order so as an outcome of this release sales order a move order will be created and then you can query the move order in the transact move order and allocate material so that's another way to allocate the two ways right one is you - yes system will allocate - no you go ahead and manually and there is a third way also to the concurrent program and the con control remove order pick slip report when you run the pickup report you can say they allocate button as yes so that time all the orders which are released to warehouse can be picked by the concurrent program and it can mass allocate the material so you have let's say 100 orders to be allocated which you did not allocate from this screen and you do not want to do it man will one by one one by one then the best choice is to go through the content program approach so let me quickly show you all three places this is the first place you mark them yes system does the allocation second is your transact move order which is available in the inventory application if you know move order then today if you remember the move order there is a transact move water there is a button called allocate I have to switch responsibility to show you so let me quickly show this is the move order and you can allocate material from the transact move orders I'm just searching any of it just to showcase and here is the button called allocator so with this you can do one by one allocation so you collect this you need to you select a pic wave move order which is created from the sales order which is of type pic wave move order so you can select those big wave of order and allocate material that is another way to allocate is a second way and then third one is through the concurrent program which is a Content program name is the move order quick snippet would move order pic slip report is the third way to allocate material and then you need to make sure the flags are set correctly the port of allocate flag is set to yes and you populate audio sales order number lets you 100 such sales order you can put the same sort of from in to submit the program so these are the this allocation process is the ways to do it and you have like fully automatic while you release the order that 10 you can allocate 100 percent manual through the transact move order screen semi-automatic with the help of move order pick slip report hello yes I think it's some somebody called Lucas you there okay so fine so we'll we'll try to release this a we're talking about under this is the important flight so first time the order get released to the warehouse you make sure you select is unreleased if the order is released to the warehouse but system could not find the availability of inventory so it will backorder the line all the backorder lines backwater is the status and the delivery lines not on the same sort of sales order will remain as awaiting shipping once it is backordered and again you need to resend the order for fulfillment then you have to select the status as backorder so that's the objective of the backorder or if you are or select all everything get get selected so this is the first time I was releasing the order so I selected unreleased status I don't want this date to put any restrictions and I want to put this from m1 automation so so you see remember this pick slip looping rule allocation mode or to allocate and staging these values are populating from the shipping parameter which we have designed because I am not using any rule so I am just putting the organization m1 and rest of things is getting populated so this is coming because of the shipping parameter set up these rules has also come and look like this is set for automatic shipping so I don't need to do anything system will do rest of the things and because our to allocate is yes and not a big confirm is here this will perform the picking shipping there is a rule there which is auto ship rule so this rule will pick ship the product as well so this particular setting will you do it when you do not want your people to activity or your system like Oracle shipping to do picking and shipping is done by a third-party system and you just want to mimic that activity so that is where you need to follow this type of rule but let us do a very manual way because automatic is anyway very simple so I'm going to perform this as no soapy confirm is no rules are all gone so this is 100% manual way so I'm going to create picking manually I'm gonna ship manually so I release this order so let me ask a question what is happening at this stage once I did this concurrent button what are things or possibly are happening now so there's no material movement because I did not put the auto allocator right reservation is not created because are to allocate is not marked as yes so what it will essentially do is it will create a move order and put the status of the and also one is move order second is the delivery number will be generated and delivery will have a status delivery lines will have a status and the delivery number will have a status as well so these four things we want to verify and that's all has happened nothing else has happened so I'll go ahead and check that for things so for that I need to go to the shipping transaction screen I can search by my sales order and when I search I see the delivery number this is the one this is called delivery lines you got a delivery line status as well and the status is released to where also the order has been released the delivery number has a delivery has got a number and it has a status also open so these are the four things that would happen immediately after the release the order so the next activity would be to look at the move order number as well so you have to scroll right and to check this move order number so you copy the move water now I'm going to allocate and transact that material which I have to do through the shipping app we have Oracle inventory application so I go switch back to inventory and we remove order to transact move order and just search for your okay so no open period found so let's quickly do a period opening exercise okay so March periods are now open so I'll perform the trans actor water screen so you select this line and click on the allocate button and once you allocate the material next activity is to transact the material if we can select again and click on transact so this will complete your picking activity so I can i can click now and go and check the sales order status and then the shipping transaction window to check the delivery lines and status and delivery status so we'll start from the sales order so we go to order management responsibility this was the mode another so I'll search my order open the sales order go to lines and you can validate now that the line status has changed and it has now gone as a big status right so this gives us an idea that the status of the order has been picked now so I can go ahead and validate the same thing in the delivery screen as well so to close this stack tivity is to check the status in the delivery lines and delivery details till we details line and delivery so we go to transact this the only screen that we have shipping transaction look for the order number and the status has changed to stay stand pick confirm so picking is done the next step is looking for ship confirmation shipping now does a small little concept shipping is done with the help of the only two ways to ship one is from the numbers perspective you create a number called delivery which is this numbers you can ship this delivery group of deliveries can be put into the trip and you can ship the trip as well so in Oracle shipping you are going to do is to ship one is your either ship based on delivery or you based on the trip tip can have multiple deliveries as well so that's only the one catch tomorrow let's say if there is a requirement to ship let's a product a specific shipment so I want to ship this product only so that's called in Oracle WMS which is the advanced module of this that caters that kind of requirement we call them as an LPN ship so you can ship the license plate number along only you don't need to look for delivery you don't need to look for the trip number because in the warehouse you don't care about those numbers what you see is there is a box lying ahead of me it's a bar coded I need to ship this box out so ruler like advanced feature width and this is the limitation of off shipping as well Oracle shipping needs to ship only delivery for trip number so that's one of the limitation which is covered in the Oracle mm s or mobile supply chain application that allows to ship the LPN LPN ship whatever okay so now we need to put this delivery into the next stage shipping is done of delivery so you need to either copy this delivery and search this based on the delivery screen so you go and put the delivery name and search and you perform the ship confirmation you want to print the document then exclusive manual way of printing of documents are over here but if you want to do automatic ship confirm you do that and system will ask is there any rule associated rules are associated to an organization shipping parameter that's where you call auto ship so this is Auto populating because of the shipping parameter at this point you have a choice to back order and if you choose to do a back order then this entire order which has come to the staging Lane currently the products are lying in the staging area they will remain their physical movement you have to manage through the move order or something else of inventory your butt system wise the sales order gets back ordered but if you don't a normal process would be you may not want to do that in case let's say there is a quality or the last-minute customer calls up and cancels his order then in those cases you have to go and this question is a kind of typical interview question they are that at what point you can roll back your transactions so this is the last stage of roll back if you want to roll back the entire material and you backorder it do remember the product movement won't go back won't happen automatically here is just the sales order status changes product physically you have to move from staging to the fgi or wherever the material was originally that has to be done separately with the help of move water which is a separate activity so should I wish to confirm this then I'll go ahead and do a normal ship confirmation here and if you want to produce in a document it should come automatically but if I want to do that you can get this document populated from here as well so I'm going to click OK to ship confirm now ship confirm activity grade to a couple of things one is it closes the delivery status from open to closed delivery lime details will also get the status this will get refreshed and it will get closed as well or shipped I think this will remain there at the ship door interface the interface is the last status which will happen through the workflow background program which will run in the background and you can to run explicitly and the line get interfaced sales order line get closed with the help of something called a trip the program that is running their sums there's a program known as trip or interface to be stopped this particular program closes the trip and also closes the status of the sales order but now in at this stage if we go ahead and check the check the status of the sales order then I can open the order and on the center delivery number the line order will be closed this is the game that we got a deal degree it is no sales order number the tractions yeah and the state is a ship so when when we run the next workflow background program then it will ship conform the line so let's run so we're window you need to give like yes now and submit that we take care of the processing of the and you can refresh the line to have this line closed or shipped shipped is already there it will now move to the next data so that is like a manual way of picking and shipping now you can drive a variety of way you can print the pick slip report and based on the report you can perform the shipping and picking transaction if you want to print the pick slip report then you need to launch the move order big slip report which we have discussed in that report when give you the big slip as well and also from the release sales order program we'll just start with a couple of other things this is a so you got one hundreds order to be released high-volume transaction processing then releasing order by order is very difficult it's a testing purpose where you quickly check one order to order but if you have hundreds of order to be processed then you need to follow a standard request submission process where you select the concurrent program give the release rule name by providing the rules you know what will happen is it will it will pick the product it will pick the default value right off the from the organization parameter and from the release rule setup so a lot of things you don't need to specify let's say I don't know why which one just to give an idea and that's all you specify the release ruling and submit it so it relieves rules it says that you want to ship release orders now from X date - y date so date will be one of the definite criteria when you using the release rule so if you are releasing let's say mondays you say entire Monday all the orders which are scheduled for Monday you want to release it now so that that rule will know that I am going to release old orders which are within today's date as a scheduled ship date so that's why a system calculate the how many orders to be released in case of high volume this is the one of the recommended and most of the project will follow this unless you have a make to order situation where you will just have few orders now if it is the FMCG environment then you have to follow the some kind of automated way of doing it that's an advantage of the release ooh and other user juices of Osiris program is when you have things everything done by the third body system so many of the customer they have their homegrown system or best-of-breed like shipping solutions they're using it so they'll continue to use that in the project so what happens is post the best upgrade software processing is done that's where they here people are actually performing all the transaction in the third-party system and then your job would be to just simulate what has happened in Oracle because Oracle is the financial backbone so do you also want to close the order in the system so that is the time you need to use those SRS program so that is no one touch you release the entire order from the automatic confirm perform ultimate a to ship confirm so this is like one quick view of this shipping so I'm gonna upload this as well there are a few other things I just want to highlight you and then you you think about it now first thing that will come is the packing process you have seen the picking and shipping now to think about how do you pack the material so if I have a container in which I need to put the material and ship the product out then the container has to be identified in the system how do we declare the container in the system that's the first thing and where do you specify that this container will hold this material the container can be designed for several material so which material it will get in so that kind of relationship and how many of those product can get into one container so all of these are related to container item relationship defining the container and using them in the sales order processing that is what we are going to see in the next session where we talk about the packing process and other thing which is open at this point is the picking rules where do we configure the picking rules so I'll just quickly show you the picking rule and container both so that you have an idea first we will take a look of the container relationship so you go to the container load relationship so for example I'll put up a product raised by for Drupal 8 this particular product is going to get into this container call box and this box can contain two such book you laptop so this this relationship again you have to define the container the way you define container is it's like any other product but there is a flag called container so system is use that you have infinite supply of container so what make sure you very quickly how we define this container so there is a physical attribute tabs make sure these containers are marked in here that is one way to reservation container and once the container start affined you can use this form to define the relationship and if this relationship has a checkbox called preferred then Auto packing is possible and I'll show you is next time how to perform the auto packing but this is the basic set of data required Auto packing I shown you there in the screen in the item master stream the flag has to be that's that's the only identifier for the container so anything any any item that you define you make sure that if it is a container then you have to take the container check box and for this you know this is the place to associate the container and load just like the item is defining item master this is also defined in item master and the flag for this two are different this item will not have it not have container tick tick but this particular item which is a container item will have a container tick box which I have just shown right so you can copy that no one item can be packed in multiple containers so you can have other container let's say aluminium box and you have a corrugated box so corrugated box you have to define B X and this is going into corrugated box but if you have to ship this product by aluminium packing then you create one more line item here and say that this is a l5 for triple-eight going in taking this item to quantities and you make that as a preferred only one packing one box will have a preferred checkbox other boxes will be you can still use them but it will not take part in the auto packing feature but you can manually or respect does that answer the question so that's what we're going to see and the second one is the picking rule just show you where is that so good inventory items you have seen this in the inventory is free inventory module our same thing getting repeated here we go to picking rule and you create your rule here this also you want and then you assign this rule the same example that this whole video section of inventory but the rule can be associated to no further shipping as one so this is where you create rule and associate it to a or a magician so right so this'll work we'll talk about it quickly next time so these are two important things that we have to and cover from the shipping perspective and as I told you there are so much of permutation combinations are possible in the inventory so make sure you can practice and do those flags up and down the various flavors are there so I'll quickly show you in the LMS website where you see those variations